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Created by Institutional Research and Assessment in the Office of the Provost

Taskstream Training: Self-Study

The Self-Study “lives” on the front page of the Taskstream website.

Users can enter data directly into the platform or enter data in a fillable form that can then be

used to “cut and paste” data into the platform.

Please note that the fillable form CANNOT be automatically uploaded into Taskstream. It is

only an organizational tool.

Unit leads should see an Academic or Administrative Self-Study. Some special cases may have

both.

To begin, click on the Self-Study. This tutorial will use an Academic Self-Study as an example.


This will take you to the Self-Study homepage.

The left side of the screen helps you navigate the different sections of the Self-Study.


Section I contains instructions.


Section II is where you enter Background information.

From this section, you can click on the link on the left or the “Edit Work” button to enter

information. Both will take you to the same place. Do not select “Submit Work.”


Once at the area you are interested in editing, click on the “Check Out” button the top right.

If you have already

started a form, it will

appear here.

If you can’t read the

directions, you can click

the arrow next to

“Directions.”


You can start editing a “Form” by clicking on the link (if you have already started a response) or

by clicking “Form” on the bottom left.


Once the form is open, you can start entering information.

When you are done entering information, you can “Save Draft” or “Save Draft and Return.”


Please note that if you shut things down prematurely or without saving, when you log in, you

will be prompted to save the last work you entered.

By selecting “Restore My Changes,” it will recapture anything unsaved.


After you have entered information, you can select “Save and Return” and then select “Check

In.”


For the next section, now select “Program Curriculum” or “Website” (for administrative units).


Once you “Check Out” the section, it will allow you to select either “Attachments” or “Text &

Image” on the bottom left to either cut and paste your curriculum or attach a PDF.

Remember to “Check In” the section when you are done.


For the next section, “Program Contextual Statement,”after checking it out, you will need to

select “Text & Image” to write your Program Contextual Statement. Once you have entered

something, it will appear as a text on the page that you can edit by selecting the “Edit” button.

The other button (Slideshow, Attachments, Videos, Links, Reports, and Embed Media) are

reserved for units that may want to add these as part of their narrative.


The text editor allows you to enter text as you would in a word processor or email.

You can also attach links or images by using the “Insert” dropdown menu and selecting “Image”

or “Link.”

You can also use the tools above the processor to add an image or insert a link to a file (useful if

providing “in-text” evidence).

Remember to “Save and Return” and then “Check In” the section.


In Section III, you will be asked to complete a form (Form) and a narrative (Text and Image) For

each of the 5 areas:

Academic Self-Studies will receive some of the Key Performance Indicators (KPIs) related to the

different areas in a file. The other KPIs, units are responsible for. Administrative Units are

responsible for all KPIs.

If a KPI doesn’t apply to your unit or program, you can write “N/A.”

If a provided metric does not match your departmental knowledge, you can enter the department-

created metric, but make sure to clarify in the narrative that the number was changed.

All (academic) Self-Studies will be checked against their original data sheets.

Form and Narrative

Required for Each


For the final section, Section IV: SWOT Analysis,” compete all three sections: Form, Narrative,

and Narrative.

Form

Narrative

Narrative

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